Tag: "Fee Dislcosure"
Live From the NAPA/ASPPA 401(k) SUMMIT: “Life After Fee Disclosure”
Both Fred Reish, of Drinker Biddle & Reath LLP, and Sam Brandwein, of Morgan Stanley, gave their views on compliance issues following the initial 408(b)(2) fee disclosure effective date July 1, 2012 at the “Life After Fee Disclosure” workshop at the 2013 NAPA/ASPPA 401(k) SUMMIT.
Plan Consultant Releases Summer Issue
We took a chance with the cover of this issue of Plan Consultant. The cover story, by Joseph Faucher, Bruce Ashton, and Fred Reish, is all about what TPAs need to know about 408(b)(2), the new, final disclosure regulations the industry has been anxiously awaiting for months.
ASPPA & IRS to Hold 2012 Great Lakes Benefits Conference
The Great Lakes Benefits Conference, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a forum for in-depth discussion on the state of pensions, employee benefits, and retirement planning.
ASPPA Hosts 2012 Mid-Atlantic Benefits Conference
The Mid-Atlantic Benefits Conference, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a forum covering various topics in retirement planning.
ASPPA Presents 2012 Benefits Conference of the South
The Benefits Conference of the South, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a forum for in-depth discussion on the state of pensions, employee benefits, and retirement planning.
Video: Regulatory Update—DOL Releases Final Fee Disclosure Rules
After a much anticipated wait, the U.S. Department of Labor (DOL) released the final 408(b)(2) fee disclosure regulation that dictates what covered service providers must disclose to plan fiduciaries in conjunction with providing services to a covered plan . But what does the late release of the regulation mean for retirement professionals?
Video: 403(b) Taskforce Releases New Industry Fee Disclosure Standard
New regulations governing participant fee disclosure go into effect this spring for 401(k) plan participants but those regulations don’t apply to public school 403(b) plans. An 403(b) industry led taskforce set out to provide public school employees with this disclosure…
New Fee Disclosure Solution Released by NEA, NTSAA & ASPPA Joint 403(b) Taskforce
Partners of the 403(b) Transparency Taskforce including the National Education Association (NEA), the National Tax Sheltered Accounts Association (NTSAA) and The American Society of Pension Professionals & Actuaries (ASPPA) today launched the 403(b) Model Disclosure Form—the first ever transparency standards for disclosure of fees and services in the public school 403(b) marketplace.
403(b) Compliance Summit Report Released
The National Tax Sheltered Accounts Association released a report from their third annual 403(b) Compliance Resolution Summit in Dallas. The report is a summary from the meeting where 403(b) professionals gather to identify service issues and develop best practices for the resolution of those issues.
ASPPA Hosts Los Angeles Benefits Conference
Retirement professionals and government officials meet to discuss regulatory, legislative, and administrative issues in the retirement arena. Participants include accountants, attorneys, actuaries, benefits & HR directors, investment professionals, and third party administrators.
